CHEMBONDCH

What Chembond Chemicals promised, and what happened

Every commitment management made on a call, tracked from the quarter it was made — reaffirmed, revised, diluted or quietly dropped.

Guidance record · Q4 FY26

what the last two calls moved 10 tracked 2 delivered 2 missed 6 open
  • Water Technologies Revenue Growth delivered said Q2 FY26 Promised: we would probably grow at a rate of 10 to 15% year on year. Q4 FY26: Water Technologies revenue for FY26 was ~Rs. 283.75 Cr (87% of Rs. 326.15 Cr). Assuming an FY25 base of ~Rs. 246.5 Cr (85% of Rs. 290 Cr), the YoY growth is ~15.1%, meeting the 10-15% target.
  • Water Technologies Order Book Invoicing went quiet said Q2 FY26 Promised: almost 40% of that total will be order book would be invoiced this year... expect to book from this new order book that most Rs. 40 to 45 CR. Q4 FY26: Management did not provide an update on the invoicing from the Rs. 100+ Cr order book mentioned in Q2. The target of invoicing Rs. 40-45 Cr in FY26 was not addressed as the fiscal year concluded.
  • Consolidated Revenue Target diluted said Q2 FY26 Promised: Internally, we're looking at about four years odd to hit 1000 crore milestone Q4 FY26: Management softened the language around the Rs. 1000 Cr target, calling it 'an aspiratory number' and stating 'It's not something that we are saying we will get to.' This is a dilution from the original commitment. FY26 revenue was Rs. 326.15 Cr.

The rest of the ledger

Above is what the last two calls moved. Pro opens all 10 tracked commitments for Chembond Chemicals — every quarter's revision, the source quote behind each one, and the topics management has stopped answering.

See what Pro opens